FourThought Financial’s Kansas City Southern KSU Stock Holding History

FourThought Financial’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-314	Closed	-$84K	–	1613
2021 Q3	$84K	Sell	314 -5	-2%	-$1.39K	0.01%	538
2021 Q2	$90K	Hold	319	–	–	0.01%	532
2021 Q1	$84K	Hold	319	–	–	0.01%	541
2020 Q4	$65K	Buy	+319	New	+$59.9K	0.01%	598

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

FourThought Financial's KSU Position: Q4 2021 in Review

FourThought Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 314 shares — an estimated $84K sold.

FourThought Financial first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $90K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

FourThought Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
FourThought Financial sold 314 Kansas City Southern shares in Q4 2021, an estimated $84K.
FourThought Financial first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
FourThought Financial's Kansas City Southern position peaked at $90K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on FourThought Financial's 13F filing for Q4 2021, filed 14 Jan 2022.